Financial Services Professional

2 weeks ago


Waltham, Massachusetts, United States DCU Inc. Full time
Job Summary

We are seeking a highly skilled Financial Consultant to join our team at DCU Inc. in Andover, MA. As a Financial Consultant, you will be responsible for helping our members achieve their long-term financial goals through the investment and insurance products offered through our broker/dealer relationship with LPL Financial.

Key Responsibilities
  • Review member needs and prepare appropriate financial reviews to match suitable investment and insurance products to the member and help them to buy products appropriate for their needs.
  • Service and maintain an existing book of business, working within the existing client base to prospect for and find additional opportunities to help the clients.
  • Utilize financial planning software to deliver comprehensive financial plans to clients when appropriate.
  • Develop and sustain strong branch relationships, maintaining a regular presence in assigned branches.
  • Work with branch and credit union staff to identify referral candidates, develop branch referral activities, and conduct regular training meetings.
  • Communicate daily with clients providing trade settlement information, coordinating the payment/delivery of funds and other routine requests.
  • Cross-sell DCU products and services as appropriate.
  • Perform other job-related duties as assigned by Managers.
Requirements
  • Bachelor's Degree.
  • 5 to 7 years of experience in financial services.
  • Current FINRA Series 7 and 66 registrations.
  • Established track record of sales accomplishments.
  • Life, Accident and Health insurance licenses or the ability to obtain within 6 months of hire.
About DCU Inc.

DCU Inc. is the largest credit union headquartered in New England, serving more than one million members in all 50 states. We strive to make DCU a great place to work with an excellent work-life balance and a community that cares.

We are an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to and let us know the nature of your request and contact information.



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